rbc online commission allocation manager innovative solutions. peak performance
Post on 16-Jan-2016
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RBC Online Commission Allocation Manager
Innovative Solutions. Peak Performance.
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Welcome to CAM Connect
Introducing
RBC Capital Markets’
commission sharing
and soft dollar platform.
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Key Features & Benefits
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Key Features & Benefits
RBC’s Commission Allocation Manager (CAM Connect) provides an intuitive online interface for:
Commission Management Vendor Disbursements
Account Activity
Consolidate trading relation-ships, manage invoices, and reconcile activity statements through RBC’s central broker-neutral web portal.
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Allocation Management
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Allocation Management
A single touch-point for all commission management needsConveniently allocate funds for
commission allocation & recapture
Customize allocation – set the dollar amount, service type and date range
Allocate to specific brokers based on service type
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Allocation Management
A single touch-point for all commission management needsConveniently allocate funds for
commission allocation & recapture
Customize allocation – set the dollar amount, service type and date range
Allocate to specific brokers based on service type
View status of pending and recently completed allocations
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Invoice Management
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Invoice Management
Automated invoice approval and payment
Invoices are uploaded to the site in PDF format
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Invoice Management
Automated invoice approval and payment
Invoices are uploaded to the site in PDF format
Intuitive color-coding system indicates payment status at a glance
Expandable invoice entries allow users to quickly and easily view details & add comments
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Trade Activity Monitoring
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Trade Activity Monitoring
Knowledgeable support staff is available for initial setup and on-the-fly account adjustments.
Compliance and Legal personnel monitor the observance of all applicable regulations.
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Trade Activity Monitoring
Customize trade activity reports for record keeping and reconciliation
Single-click to print a report or export a PDF
Knowledgeable support staff is available for initial setup and on-the-fly account adjustments.
Compliance and Legal personnel monitor the observance of all applicable regulations.
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Statement Creation
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Statement Creation
Detailed commission and disbursement information is only a click away with the customized statements featureCommission activity and soft-
dollar commission volume segregated by asset class
Single-click to print a statement or export a PDF
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CAM Connect
Conveniently arrange commission agreements and soft dollar payments
Automated invoice approval, invoice payments, and status notification
View account metrics –• Account Balances• Annual Expectations• MTD & YTD Disbursement & Commission Totals
Secure, password-protected website
Backed by the experience & expertise of RBC Capital Markets
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WELCOME TO
The future of online commission management is now.
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